Sopher Financial Group

Finance · New Jersey, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

258 Bridge St Bldg G, Metuchen, New Jers...

Phone Number

(732) 603-0400

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Sopher Financial Group

Sopher Financial Group is dedicated to helping clients and their families achieve lasting financial confidence through a client-centered approach. With over 30 years of experience, they offer tailored support in financial planning, investment management, risk management, estate planning, retirement planning, and tax strategies. The firm emphasizes building relationships and treating clients as extensions of their family, inspired by the founder's commitment to financial independence. Their services cater to a diverse clientele, including professionals and retirees, aiming to enhance financial security across all life stages.Explore more
Sopher Financial Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Sopher Financial Group Org Chart

PhoneEmail
BS
United States flag for contact location.

Director, Financial Planning Strategy & Lead ...

PhoneEmail
MS
United States flag for contact location.

Director, Client Relations & Business Develop...

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to Sopher Financial Group

Compare insights from companies similar to Sopher Financial Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sopher Financial Group

<$5M
1-10
Private
-
2003
BS
Bobby SopherDirector, Financial Planning Strategy & Lead Advisor
<$5M
1-10
Private
-
-
JC
Julie ClausDirector, Branch of Operations
<$5M
1-10
Private
-
2009
CD
Christian D'UrsoFounder & Chief Investment Officer
Illustration of an envelope

Sopher Financial Group Tech Stack

A closer look at the technologies used by Sopher Financial Group

Top Finance Companies

Frequently Asked Questions Regarding Sopher Financial Group

What is Sopher Financial Group's official website?
Sopher Financial Group's official website is www.sopherfinancial.com
What is Sopher Financial Group's Revenue?
Sopher Financial Group's revenue is <$5 Million
What is Sopher Financial Group's SIC code?
Sopher Financial Group's SIC: 62,628
What is Sopher Financial Group's NAICS code?
Sopher Financial Group's NAICS: 52,523
How many employees does Sopher Financial Group have?
Sopher Financial Group has 1-10 employees
What industry does Sopher Financial Group belong to?
Sopher Financial Group is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Sopher Financial Group competition?
Sopher Financial Group top competitors include: Tradewinds Wealth Management, Napa Valley Financial
What technology does Sopher Financial Group use?
Some of the popular technologies that Sopher Financial Group uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Google Font API
How do I contact Sopher Financial Group?
Sopher Financial Group contact info: Phone number: (732) 603-0400 Website: www.sopherfinancial.com
What does Sopher Financial Group do?

Sopher Financial Group is dedicated to helping clients and their families achieve lasting financial confidence through a client-centered approach. With over 30 years of experience, they offer tailored support in financial planning, investment management, risk management, estate planning, retirement planning, and tax strategies. The firm emphasizes... building relationships and treating clients as extensions of their family, inspired by the founder's commitment to financial independence. Their services cater to a diverse clientele, including professionals and retirees, aiming to enhance financial security across all life stages.Read More

What are Sopher Financial Group social media links?
Sopher Financial Group Linkedin page Sopher Financial Group Facebook page
Is Sopher Financial Group a public company?
Sopher Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Sopher Financial Group

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.